Enzi Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-22,355
Closed -$699K 68
2023
Q1
$699K Sell
22,355
-37,565
-63% -$1.21M 0.36% 31
2022
Q4
$1.99M Sell
59,920
-7,569
-11% -$235K 0.95% 18
2022
Q3
$2.15M Buy
+67,489
New +$2.26M 1.05% 17

Other funds holding PFF

Enzi Wealth's PFF Position: Q2 2023 in Review

Enzi Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 22,355 shares — an estimated $699K sold.

Enzi Wealth first reported a position in PFF in Q3 2022 and held it in 3 quarters. The position peaked at $2.15M in Q3 2022. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Enzi Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Enzi Wealth sold 22,355 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $699K.
  • Enzi Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2022 and held it in 3 quarters.
  • Enzi Wealth's iShares Preferred and Income Securities ETF position peaked at $2.15M in Q3 2022.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Enzi Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.